Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,670 | $134,817-46.1% | $123,973-41.4% | $155,188-53.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 35.25% | 515.49%-480.2pp | 388.13%-352.9pp | 148.84%-113.6pp |
| Employer contribution / active EE | $1,588 | $4,425-64.1% | $4,126-61.5% | $4,248-62.6% |
| Participant deferral / active EE | $888 | $5,706-84.4% | $5,247-83.1% | $6,531-86.4% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |